At a Glance
- Tasks: Assist high net-worth clients and contribute to business growth in a supportive team.
- Company: Boutique advisory firm based in North Sydney with a focus on client relationships.
- Benefits: Fast-tracked career progression and mentorship from experienced professionals.
- Other info: Exciting opportunities for growth across Newcastle and beyond.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Early career financial planning experience and a passion for client service.
The predicted salary is between 47250 - 57750 $ per year.
Godfrey Group Recruitment is assisting a North Sydney-based advisory firm to hire a Financial Planner early in their career.
You will service an existing client book while contributing to organic growth, with exposure to mass affluent and high net-worth clients.
Working with a Partner and an experienced veteran, this boutique environment offers a fast-tracked career path as the team expands and client needs grow across Newcastle and beyond.
#J-18808-Ljbffr
Financial Planner for HNW Growth in Sydney employer: Godfrey Group Recruitment
This self-licensed Private Wealth boutique offers a dynamic and supportive work environment, where you can thrive as an Associate Adviser. With a strong focus on employee growth, the firm provides ample opportunities for professional development and mentorship, ensuring you can build your own book of business while contributing to a team that values long-standing client relationships. Located in a community-oriented setting, the company boasts a remarkable 99% client retention rate, reflecting its commitment to excellence and trust.
